Trusts Senior – Newcastle
Competitive Salary | Career Development | Private Client Tax
Clark Wood is working with a large, highly regarded regional practice seeking an experienced Trusts Senior to join its growing Private Client Tax team in Newcastle.
This is an excellent opportunity to manage a portfolio of trusts, estates and high-net-worth individuals, while developing your technical and advisory skills across a broad range of private client matters.
Your responsibilities will include:
- Managing a portfolio of trusts and estates, acting as a key contact for clients, trustees, executors and intermediaries.
- Preparing trust and estate accounts, tax returns, inheritance tax forms and related calculations.
- Advising on trust administration, distributions, tax payments and trust wind-ups.
- Assisting with succession, estate planning and other private client advisory projects.
- Liaising with HMRC on compliance matters and enquiries.
- Identifying tax planning opportunities and escalating these where appropriate.
- Obtaining and reviewing information from clients and third parties.
- Supporting client onboarding and ensuring appropriate risk and compliance procedures are followed.
- Keeping up to date with changes in trust and estate legislation and HMRC practice.
- Identifying opportunities to improve internal processes and supporting implementation of changes.
About You
You will ideally have:
- AAT, ATT or CTA qualification/part-qualification, or equivalent experience.
- At least two years' practical experience in Trusts & Estates tax compliance.
- Experience gained within an accountancy or legal practice.
- Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax as they apply to trusts and estates.
- An understanding of Trust Registration Service (TRS) requirements.
- Strong client relationship, communication and organisational skills.
- Excellent attention to detail and the ability to manage multiple deadlines.
- A proactive, commercial approach to identifying issues and opportunities.
This is an excellent opportunity for an experienced Private Client Tax professional looking to develop their career within a supportive and growing team, with ongoing training and exposure to complex trust and estate work.
For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood - richard@clark-wood.co.uk - Mobile: +44 (0) 7796 543596
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Trusts Tax Senior in Newcastle upon Tyne employer: Clark Wood - Tax Recruitment
Clark Wood is an exceptional employer, offering a dynamic and supportive work environment in the heart of London Bridge. With a clear progression path to Head of Tax and Equity Partner, employees benefit from significant autonomy, competitive salaries, and a hybrid working model that promotes work-life balance. The firm prioritises professional development, providing training and CPD costs, alongside a generous benefits package that includes private medical insurance and profit sharing, making it an attractive choice for ambitious tax professionals.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
